Estate Planning
What Estate Planning Documents Should Everyone Have?
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 27, 2022
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Estate Planning
What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 25, 2022
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Estate Planning
When Should I Start Discussing Cognitive Decline with My Parents?
Your elderly mother is getting forgetful and confused. What do you do now?
January 24, 2022
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Estate Planning
Should I Start Estate Planning Now?
Estate planning is a key piece of a comprehensive retirement plan.
January 21, 2022
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Estate Planning
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
January 20, 2022
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Estate Planning
When Should a Trust Be Reviewed?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
January 19, 2022
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Estate Planning
How Important Is an Estate Plan?
Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.
January 18, 2022
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Estate Planning
How Do I Plan with a Special Needs Child?
For parents who have a child with special needs, planning for their loved one’s life after they themselves are gone can be overwhelming. Breaking the process down into manageable parts and working with specialized professionals and companies can help.
January 17, 2022
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Estate Planning
Any Ideas How to Pay for Long-Term Care?
The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
January 14, 2022
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Estate Planning
TOD and POD Accounts: What’s the Difference?
A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.
January 13, 2022
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